In the event an applicant joins a different organization, you will need to update their profile within your site to reflect the change. Follow the steps below to move an applicant to a different organization.
If the organization does not already exist in your site, you will need to add the organization.
- Click Search in the upper navigation bar, and then select Users.
- On the Users search page, search for the applicant, and then click Search.
- Click the pencil icon to the next to the applicant's name.
- In the Organization drop-down, select the organization to which you’d like the applicant assigned.
- Click Save.
All requests assigned to the applicant will move with them to the new organization.
If you do not want the requests to move to the new organization, reassign the requests to an applicant staying at the original organization.
If you utilize the integration with CommunitySuite, all requests assigned to the applicant that have been synced to CommunitySuite must be reassigned before the applicant can be moved.